Conversica Dashboard Registration for New Users

Welcome to Conversica! With your new Conversica Agent you can look forward to more efficient qualification and conversion of your sales and/or service opportunities.

Now that your company’s Conversica Admin has added you as a user, you’ll need to follow the steps below to confirm your information and access the Conversica Dashboard.

1. After your Admin creates your account, you will receive a “Welcome to Conversica” email with a link to confirm your contact information and set up your login credentials.

Important:

• The registration link expires after 14 days
• If the link expires, ask your Conversica Admin to resend it from:
  Settings → Users, Profiles & Teams
   

2. Click “Confirm Your Contact Information” in the email. You’ll be taken to a page where you can:

• Verify your name and contact details
• Create your Dashboard username and password

Username requirements: 

• Must be unique (each Conversica account requires a different username)
• Should not be your email address
• Supports alphanumeric characters (A–Z, 0–9) and symbols: _ + @ . -
• If your account was previously deleted and recreated, you may need a new username

Password requirements:

• At least 10 characters long
• No more than 2 identical characters in a row (e.g., aaa not allowed)
• Must include at least 3 of the following:
  • Uppercase letter
  • Lowercase letter
  • Number
  • Special character (e.g., _ + @ . -)

3. Click 'Submit' once complete. After you’ve submitted your Dashboard username and password, you’re ready to leverage your powerful Agent and the Conversica Dashboard.
   

After registering, you can log in at: https://my.conversica.com/site/login/

For more information on how to navigate and personalize your Dashboard experience, access our Dashboard Conversica Help Center articles. 

Logging in via Salesforce

If your organization uses Salesforce, you may access Conversica through the Conversica tab within Salesforce rather than the direct login page. See Troubleshooting Logging in to Conversica for setup steps in both Salesforce Classic and Lightning.

Single Sign-On (SSO)

If your organization uses SSO (e.g., Okta, Azure AD), your login process may differ.

• Check with your IT team or Conversica Admin to confirm whether SSO is enabled for your account. See Conversica Single Sign-On for more details.
• You may not need to create or use a password depending on your setup

Troubleshooting

Didn’t receive the Welcome email

• Check Spam/Junk folders
• Add welcome@conversica.com to your contacts
• Ask your Admin to verify your email in Settings → Users, Profiles & Teams and resend and resend the invite

Registration link expired

• Ask your Admin to resend the confirmation email (the Dashboard column will show "Pending" — hover and click "Verify").

Dashboard access shows “No”

• Your Admin hasn't enabled Dashboard access yet. They need to edit your user and set Dashboard Access to "Yes."

Can’t log in after registering

• Try resetting your password at the login screen via "Forgot Your Username and Password?" If issues persist, see https://help.conversica.com/hc/en-us/articles/360049107491-Reset-Your-Password

Too many failed login attempts

• After 50 failed attempts, your account is locked for 15 minutes
• Wait and try again, or reset your password

Previously had an account

• Old credentials will not work if the account was deleted
• You’ll need to create new login credentials

FAQs

Q: I have a profile for another account, do I need a different username for each login?

A: Yes, you cannot reuse the same username more than once. If your email is already associated with an account, once you create a new username and login, you will be asked to approve the sync of the other accounts you have a profile for. 

Q: My organization uses SSO. Do I still need a username and password?
A: It depends on your configuration. Some organizations use SSO only, while others allow both SSO and standard login.

Q: Where can I learn more about the Dashboard?
A: Visit the Help Center or your training resources for guidance on navigating and personalizing your Dashboard.